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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,477 | $211,946-98.8% | $169,452-98.5% | $135,380-98.2% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $866 | $5,117-83.1% | $4,157-79.2% | $4,779-81.9% |
| Participant deferral / active EE | $931 | $6,075-84.7% | $5,277-82.4% | $5,609-83.4% |
| Admin fee / account holder | $56 | $11,472-99.5% | $9,110-99.4% | $10,828-99.5% |